Financial Perspectives, Inc DGRO Holdings History
Financial Perspectives, Inc's iShares Core Dividend Growth ETF Holding Summary
As of 2025-03-31, Financial Perspectives, Inc held 55,887.00 shares of iShares Core Dividend Growth ETF(DGRO), totaling $3.45 Mil. This investment constitutes 1.18% of their stock portfolio, and Financial Perspectives, Inc now holds 0.01% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.
The initial trade took place in 2019Q4. And since then Financial Perspectives, Inc has made 20 purchases of DGRO, at an average price of $49.05, for a total of 117,558.00 shares. In addition, there have been 1 sales at an average price of $50.14 for 61,671.00 shares. Based on historical transaction data and DGRO's current price of $64.76, Financial Perspectives, Inc's estimated gain on his DGRO holdings is $945,542.43, reflecting a 16.40% gain to date.
Financial Perspectives, Inc DGRO ($64.76) Holding Chart
Financial Perspectives, Inc DGRO ($64.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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